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Midwest Trust’s Prudential Financial PRU Stock Holding History

Midwest Trust’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2M Sell
124,442
-1,040
-0.8% -$108K 0.15% 139
2025
Q4 		$14.2M Sell
125,482
-950
-0.8% -$102K 0.18% 122
2025
Q3 		$13.1M Sell
126,432
-2,610
-2% -$275K 0.17% 132
2025
Q2 		$13.9M Buy
+129,042
New +$13.4M 0.19% 124

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Midwest Trust's PRU Position: Q1 2026 in Review

Midwest Trust reduced its Prudential Financial (PRU) stake by 0.83% in Q1 2026, selling an estimated $108K and leaving 124,442 shares worth $12.2M. The position accounts for 0.15% of the portfolio, ranked #139.

Midwest Trust first reported a position in PRU in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.2M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Midwest Trust held 124,442 shares of Prudential Financial worth $12.2M as of Q1 2026.
  • Midwest Trust sold 1,040 Prudential Financial shares in Q1 2026, an estimated $108K.
  • Prudential Financial made up 0.15% of Midwest Trust's portfolio in Q1 2026, its #139 holding.
  • Midwest Trust first reported a position in Prudential Financial in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Prudential Financial position peaked at $14.2M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.